2023 Form 5500 filing — Four Seasons Hotels Retirement Benefit Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241118125516NAL0003213010001) for Four Seasons Hotels Retirement Benefit Plan, reported by Four Seasons Hotels Limited Pension & Profit Sharing Committee under EIN 98-0057100 and plan number 333. It reports 20,483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$863MReported net assets$863,044,448

Participants20.5K20,483

Provider compensation$1.3M4 Schedule C row(s)$1,348,125

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241118125516NAL0003213010001
Plan sponsor: Four Seasons Hotels Limited Pension & Profit Sharing Committee
EIN: 98-0057100
Plan number: 333
Location: not reported in the loaded dataset
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$863.4M total assets

Net assets$863MLiabilities$342.3K

Money in vs. money out

Total income / additions$195.3M

Total expenses$78.6M

Benefits paid / distributions$77.1M

Contributions

Employer$20.7M

Participant$49.3M

Full reported line items

Total assets (EOY): $863,386,770
Total liabilities (EOY): $342,322
Net assets (EOY): $863,044,448
Employer contributions: $20,722,093
Participant contributions: $49,307,781
Total income / additions: $195,283,298
Benefits paid: $77,127,582
Administrative expenses: $1,423,797
Total expenses: $78,620,285
Net increase / (decrease): $116,663,013

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Principal Life Insurance Company$951.3K
CONTRACT ADMINISTRATOR · Direct $951.3K · Indirect $0
2
Mercer Investments LLC$245.4K
INVESTMENT ADVISORY · Direct $245.4K
3
Usi Consulting Group$91K
CONTRACT ADMINISTRATOR · Direct $91K
4
Kpmg Llp$60.5K
ACCOUNTANT · Direct $60.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241118125516NAL0003213010001 cover?: It is the 2023 Form 5500 filing for Four Seasons Hotels Retirement Benefit Plan, reported by Four Seasons Hotels Limited Pension & Profit Sharing Committee (EIN 98-0057100).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).